Belle Haven Investments Named a 2012 Lipper Best Money Manager SMA in Fixed Income Sector

WHITE PLAINS, N.Y., June 6, 2012 /PRNewswire/ -- Belle Haven Investments announced today that three of its strategies earned recognition as the recipients of the 2012 Lipper Best Money Manager Awards in several categories for the quarter ending March 31, 2012.

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Muni PLUS was recognized as a top ten performer trailing 3 years in the U.S. Municipals category for a 3 year and longer duration. The universe size considered was 27 strategies.

Ladder PLUS was recognized as a top ten performer trailing 5 years in the U.S. Municipals category for all durations. The universe size considered was 186 strategies.

Taxable Ladder PLUS was recognized as a top ten performer trailing 1 year in the U.S. Core PLUS Fixed Income category. The universe size considered was 67 strategies.

Taxable Ladder PLUS was also recognized as a top twenty performer for the U.S. Intermediate Duration Fixed Income category. The universe size considered was 201 strategies.

"We would like to thank Lipper for this prestigious recognition.  All of us at Belle Haven strive to deliver best-in-class management of our municipal and taxable portfolios, while maintaining a conservative risk profile," said Matt Dalton, CEO of Belle Haven Investments.

"The recognition of our strategies among the nation's best is an affirmation of our overall investment philosophy and approach. Moreover, it speaks to the hard work and dedication of our team."

"We are very excited about these awards, and we will continue our efforts to deliver our clients award worthy risk-adjusted returns."

Based in White Plains, New York, Belle Haven Investments manages over $1.1 Billion in separately managed fixed income portfolios.  The firm's primary purpose is to serve as a subadvisor to Investment Advisors and Consultants across the country. Belle Haven specializes in building highly personalized portfolios in the tax-exempt and taxable fixed income sectors.

Belle Haven is a Registered Investment Advisor with the Securities Exchange Commission (SEC). Belle Haven is employee owned and operated as a Limited Partnership. 

To be eligible for recognition as a Lipper Best Money Manager, performance results must be calculated on an asset size of at least $10 million. The classification must fall into one of the categories that Lipper ranks (minimum of 20 contenders). All performance data must be calculated net of all fees and brokerage commissions, inclusive of cash reserves, and calculated in U.S. dollars.

CONTACT: Greg Morel & Laura Chapman, 203-629-3323

SOURCE Belle Haven Investments